Advisortrust Partners LLC Invests $10.40 Million in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Advisortrust Partners LLC bought a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the fourth quarter, HoldingsChannel reports. The fund bought 34,236 shares of the semiconductor company’s stock, valued at approximately $10,404,000. Taiwan Semiconductor Manufacturing comprises about 4.6% of Advisortrust Partners LLC’s portfolio, making the stock its 7th largest position.

Other institutional investors have also recently modified their holdings of the company. Brighton Jones LLC lifted its position in Taiwan Semiconductor Manufacturing by 20.9% in the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock valued at $2,159,000 after purchasing an additional 1,892 shares during the last quarter. Gamco Investors INC. ET AL purchased a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter valued at $701,000. Bank of Nova Scotia grew its stake in shares of Taiwan Semiconductor Manufacturing by 12.8% in the second quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company’s stock worth $3,556,000 after purchasing an additional 1,784 shares during the last quarter. FWL Investment Management LLC increased its holdings in Taiwan Semiconductor Manufacturing by 26.5% during the 2nd quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company’s stock valued at $57,000 after purchasing an additional 53 shares during the period. Finally, Main Street Financial Solutions LLC purchased a new position in Taiwan Semiconductor Manufacturing during the 2nd quarter valued at about $270,000. 16.51% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several equities research analysts have weighed in on the company. Barclays increased their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday. Zacks Research cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Needham & Company LLC increased their price target on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. Finally, DA Davidson reissued a “buy” rating and issued a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Two research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and an average price target of $404.29.

Insider Activity at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien purchased 2,000 shares of the company’s stock in a transaction on Tuesday, May 19th. The stock was acquired at an average cost of $69.91 per share, for a total transaction of $139,820.00. Following the purchase, the vice president directly owned 11,051 shares of the company’s stock, valued at $772,575.41. This trade represents a 22.10% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, VP Lipen Yuan purchased 1,000 shares of the firm’s stock in a transaction on Monday, June 15th. The stock was bought at an average price of $75.26 per share, for a total transaction of $75,260.00. Following the purchase, the vice president owned 4,000 shares in the company, valued at approximately $301,040. This represents a 33.33% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last 90 days, insiders have acquired 4,496 shares of company stock valued at $304,667. 1.11% of the stock is owned by company insiders.

Taiwan Semiconductor Manufacturing Trading Up 0.1%

Shares of NYSE:TSM opened at $462.80 on Friday. The stock has a 50 day moving average of $406.96 and a 200 day moving average of $358.16. The company has a market cap of $2.40 trillion, a PE ratio of 38.50, a price-to-earnings-growth ratio of 1.35 and a beta of 1.38. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $206.20 and a 12-month high of $465.22.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. The company had revenue of $30.65 billion during the quarter. As a group, equities research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be paid a dividend of $1.1136 per share. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date of this dividend is Wednesday, September 16th. This represents a $4.45 annualized dividend and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 25.12%.

Taiwan Semiconductor Manufacturing News Roundup

Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:

• Positive Sentiment: Multiple recent articles argue TSMC remains attractively valued despite its strong run, with bullish takes calling it a buy on AI demand, earnings growth, and momentum. Taiwan Semiconductor: Not Expensive When You Run The Numbers On AI Demand
• Positive Sentiment: Analysts and commentators say TSMC is still benefiting from surging AI chip demand and tight advanced-node capacity, supporting the case for continued growth. Taiwan Semiconductor Manufacturing Company (TSM) Does Not Rule Out Price Rises as Costs Increase
• Neutral Sentiment: Investors are also watching the impact of U.S.-China trade tensions and possible tariff escalation, which could add volatility for global chipmakers. They Forgot to Protect Our Industries With TARIFFS! — Does a Trump Trade War 2.0 Loom?
• Neutral Sentiment: Fresh headlines about U.S. scrutiny of ASML and Taiwan’s potential chip export curbs to China keep geopolitical risk in focus for the semiconductor sector. ASML Draws Fresh China Scrutiny
• Neutral Sentiment: Intel’s new Apple partnership may stir competition in U.S. chip manufacturing, but it also underscores how dominant TSMC remains in advanced foundry production. Trump says Apple to partner with Intel on US chip design, production

About Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing Company (TSMC) is a leading pure-play semiconductor foundry that provides wafer fabrication and related services to the global semiconductor industry. Founded in 1987 by Morris Chang and headquartered in Hsinchu, Taiwan, TSMC manufactures integrated circuits on behalf of fabless and integrated device manufacturers, offering contract chip production across a broad set of technologies and products.

TSMC’s service offering covers logic and mixed-signal process technologies, specialty processes for radio-frequency, power management and embedded memory, and advanced nodes used in mobile, high-performance computing and AI applications.